Jobs / Sales Order Management
Keep things organised internally and keep your customers in the loop at each and every stage of the process.
It’s always nice to know that you’re cared about. Customers want to know what is happening with their orders and any jobs which you may be completing on their behalf. Reacting to requests for updates is simply not good enough for customers who now expect a proactive approach from suppliers.
Maintain a catalogue of items
Do your jobs or sales orders go through more than one set of processes? Do you often find yourself overwhelmed with information?
With Zigaflow, you can create one main set of statuses in the module with the ability to split these into independent workflows, which allows you to move a job into a specific workflow and view each independently.
Manage your schedule efficiently
Nobody likes a cluttered job schedule. With Zigaflow’s drag-and-drop calendar interface, you are able to move around jobs and reassign them quickly and easily. You can also choose what information is displayed within the calendar so you can make decisions around planning without the usual hassle.
Track your profitability
Sometimes what you forecast at the point of preparing a quotation may differ from what has actually happened. You can see the forecast and actual profit on each job, so you can monitor this closely.
Stay on the ball with automatic updates
By simply changing the status of a job/sales order, you can automatically update a customer on the progress—a fantastic way to cut down on the time taken for phone calls and emails, and a way let your customer know they haven’t been forgotten!
Gather information with eForms
Create an eForm to request additional information or to get approval from the client. Once completed, that information is then added automatically to the job and progressed to the next step.
Track any updates and changes
By creating your own custom statuses, you can keep track and be constantly in the loop when it comes to how each job is progressing. Any members of your team related to a job are also notified by email when a status is updated so you never miss a beat.
